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Phoenix Financial’s FedEx FDX Stock Holding History

Phoenix Financial’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Sell
1,193
-212
-15% -$73.6K ﹤0.01% 330
2025
Q4 		$406K Buy
1,405
+150
+12% +$39.4K ﹤0.01% 325
2025
Q3 		$296K Buy
1,255
+131
+12% +$30.2K ﹤0.01% 388
2025
Q2 		$255K Sell
1,124
-1,224
-52% -$268K ﹤0.01% 362
2025
Q1 		$572K Sell
2,348
-103
-4% -$26.7K 0.01% 250
2024
Q4 		$690K Sell
2,451
-34
-1% -$9.49K 0.01% 238
2024
Q3 		$680K Buy
2,485
+7
+0.3% +$2.03K 0.01% 234
2024
Q2 		$743K Sell
2,478
-178
-7% -$46.6K 0.01% 231
2024
Q1 		$770K Buy
2,656
+198
+8% +$49.5K 0.01% 238
2023
Q4 		$622K Sell
2,458
-476
-16% -$121K 0.01% 233
2023
Q3 		$778K Buy
2,934
+20
+0.7% +$5.2K 0.01% 240
2023
Q2 		$723K Sell
2,914
-1,216
-29% -$278K 0.01% 230
2023
Q1 		$935K Sell
4,130
-1,489
-26% -$302K 0.02% 192
2022
Q4 		$980K Sell
5,619
-1,640
-23% -$273K 0.02% 184
2022
Q3 		$1.1M Sell
7,259
-1,653
-19% -$349K 0.02% 185
2022
Q2 		$2.05M Sell
8,912
-4,513
-34% -$963K 0.04% 164
2022
Q1 		$3.15M Buy
13,425
+3,094
+30% +$727K 0.05% 157
2021
Q4 		$2.66M Buy
+10,331
New +$2.48M 0.04% 174
2021
Q2 		– Sell
-947
Closed -$271K – 339
2021
Q1 		$271K Sell
947
-8,130
-90% -$2.09M 0.01% 356
2020
Q4 		$2.35M Buy
9,077
+2,264
+33% +$627K 0.06% 177
2020
Q3 		$1.62M Buy
6,813
+311
+5% +$62.2K 0.07% 173
2020
Q2 		$828K Buy
6,502
+1,611
+33% +$203K 0.04% 220
2020
Q1 		$582K Buy
+4,891
New +$688K 0.03% 236

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Phoenix Financial's FDX Position: Q1 2026 in Review

Phoenix Financial reduced its FedEx (FDX) stake by 15% in Q1 2026, selling an estimated $73.6K and leaving 1,193 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Phoenix Financial first reported a position in FDX in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.15M in Q1 2022. 2,034 funds tracked by Wall St. Rank hold FDX as of Q1 2026.

  • Phoenix Financial held 1,193 shares of FedEx worth $425K as of Q1 2026.
  • Phoenix Financial sold 212 FedEx shares in Q1 2026, an estimated $73.6K.
  • FedEx made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #330 holding.
  • Phoenix Financial first reported a position in FedEx in Q1 2020 and has held it in 23 quarters since.
  • Phoenix Financial's FedEx position peaked at $3.15M in Q1 2022.
  • 2,034 funds tracked by Wall St. Rank held FedEx as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.